PA / Administrator - Wealth Management

Location: Hybrid (Lombard Street) or remote working Hours - Part Time (circa 25-28 hours per week)

Salary: up to £35,000 FTE

Are you an experienced and a self-motivated multi-tasker, who works best when taking responsibility for their own workload? An excellent opportunity has arisen for an SJP experienced and adaptable PA / Administrator to join this ambitious partner practice.You will be working as part of the small team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial planning and investment advice and services to a wide range of clients

Your role will be to manage all the day-to-day operations of the business, including:

• You will be providing a high level of technical and administrative support
• Managing appointments and client review meetings, and responding to client emails and managing the CRM system (Salesforce)
• Preparing for Client Financial Reviews, collating key data, preparing relevant Illustrations and meeting packs
• Issuing and following up on Letters of Authority with clients and third parties
• Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
• Dealing with enquiries on behalf of the Partner, always providing excellent levels of service to Clients
• You will be processing new business and liaising with SJP admin teams
• There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
• Diary management for the Partner

The Person: PA / Administrator - Wealth Management

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do’ working style.

• You will have experience of working within an SJP Partner Practice and enjoy a fast paced, varied and exciting environment
• You have excellent IT and communication skills, are highly organised and can make effective decisions
• You have used Salesforce CRM and be confident with SJP systems and processes
• You are a self-starter and able to work with little or no supervision
• It is essential that as PA / Administrator you are confident in dealing with third parties and can work with total discretion
• You will work proactively to help streamline the business and help develop efficiencies, with the ability to adapt to a fast pace of change in technology

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £184.4bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.